See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,122 | $84,402-82.1% | $61,373-75.4% | $134,475-88.8% |
| Participation rate | 94.1% | 62.2%+31.9pp | 52.6%+41.5pp | 81.2%+12.9pp |
| Annual return | -18.50% | 584.55%-603.0pp | 338.61%-357.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,123 | $1,544-27.3% | $1,159-3.2% | $4,740-76.3% |
| Participant deferral / active EE | $2,366 | $2,819-16.1% | $2,125+11.4% | $6,400-63.0% |
| Admin fee / account holder | $258 | $2,585-90.0% | $2,130-87.9% | $11,426-97.7% |